CIK: 0001729673
申告総資産額
$14.5億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.62% | +0.12% | -1.61% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.05% | -5.33% | -8.55% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.84% | +0.05% | -0.61% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.03% | -0.05% | -1.24% | |
| 5 | INMD | InMode Ltd. | 株式-その他 | 3.19% | — | +164.17% | |
| 6 | ORI | Old Republic Intl CORP | 株式-金融 | 3.17% | -0.07% | -1.85% | |
| 7 | QCOM | Qualcomm INC | 株式-IT | 2.95% | — | -1.80% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.85% | — | -1.88% | |
| 9 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.83% | — | -1.91% | |
| 10 | ETN | Eaton Corporation plc | 株式-資本財 | 2.81% | — | -1.92% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 2.81% | — | -2.12% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 2.80% | -0.22% | -1.20% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.71% | +0.25% | -1.89% | |
| 14 | F | Ford Motor Co | 株式-一般消費財 | 2.62% | — | +8.40% | |
| 15 | CB | Chubb Limited | 株式-金融 | 2.58% | -0.04% | -1.90% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.49% | -0.01% | -1.38% | |
| 17 | CMI | Cummins INC | 株式-資本財 | 2.47% | -0.07% | -1.73% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.34% | +0.35% | -0.78% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.29% | — | -1.94% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.25% | +0.89% | NEW | |
| 21 | MDT | Medtronic plc | 株式-ヘルスケア | 2.25% | — | -1.81% | |
| 22 | AMT | American Tower CORP | 株式-不動産 | 2.20% | — | -1.90% | |
| 23 | TGT | Target CORP | 株式-一般消費財 | 2.09% | -0.15% | EXIT | |
| 24 | NWPX | Nwpx Infrastructure INC | 株式-その他 | 2.07% | +0.52% | -3.89% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 1.99% | — | +15.99% | |
| 26 | CIEN | Ciena CORP | 株式-IT | 1.93% | — | +41.87% | |
| 27 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 1.86% | — | -1.87% | |
| 28 | CTRA | Coterra Energy INC | 株式-エネルギー | 1.72% | — | -1.81% | |
| 29 | DBX | Dropbox Inc-class A | 株式-IT | 1.70% | — | -1.91% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 1.67% | — | +8.62% | |
| 31 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.56% | — | -27.11% | |
| 32 | VNM | Vaneck Vietnam ETF | ETF-その他 | 1.37% | — | -1.88% | |
| 33 | RELL | Richardson Elec LTD | 株式-その他 | 1.05% | — | +46.25% | |
| 34 | ACN | Accenture plc | 株式-IT | 1.01% | -0.16% | EXIT | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.97% | +0.19% | +1.25% | |
| 36 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.96% | — | -49.78% | |
| 37 | ALK | Alaska Air Group INC | 株式-資本財 | 0.80% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | -25.49% | |
| 39 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.59% | — | -9.45% | |
| 40 | SNOW | Snowflake INC | 株式-IT | 0.51% | — | -4.20% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.49% | — | +2.88% | |
| 42 | ADPT | Adaptive Biotechnologies | 株式-その他 | 0.49% | — | — | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.48% | — | +0.86% | |
| 44 | RYAM | Rayonier Advanced Materials | 株式-その他 | 0.48% | — | -37.52% | |
| 45 | ✓ | 株式-その他 | 0.41% | — | +118.56% | ||
| 46 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.40% | — | — | |
| 47 | VSDA | Victoryshares Dividend Accel | ETF-その他 | 0.35% | — | +2.90% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | — | -15.40% | |
| 49 | RACE | Ferrari N.V. | 株式-一般消費財 | 0.29% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | -0.09% | — |